# Remote Client Relationship Manager - CPA or EA (LLI977530)

**Company:** [RES Consultant Group](http://jobs.workable.com/companies/9Z83R8Dhd8TpTKiHDVth2Z.md)
**Location:** Remote
**Workplace:** remote
**Employment type:** Full-time

[Apply for this job](http://jobs.workable.com/view/1b17acbe-40f1-4690-8a9e-b17147e3eac1)

## Description

A growing CPA firm specializing in clients in the dental industry needs a Remote Client Relationship Manager/Senior Accountant to join the team.  

### Job Description

Are you a public accounting pro who loves the advisory side of the business? Our client is a thriving CPA firm specializing in the dental industry, and they are looking for a Remote **Client Relationship Manager** / **Senior Accountant** to own a book of 30 to 40 clients. This role is a dynamic mix of Accounting 40%, Advisory Services 30% includes both business and tax services, Tax Prep 25%, and Bookkeeping 5%, designed for someone who wants to help practice owners truly understand their numbers to make better financial decisions.

Key responsibilities

-   **Client Ownership:** Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone.
-   **Advisory & Analysis:** Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth.
-   **Accounting & Review:** Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy.
-   **Tax Integration:** Facilitate the tax compliance process by preparing returns and providing clean financials to the tax department.
-   **Workflow Management:** Review transactional work and ensure all monthly accounting activities stay on schedule.

## Requirements

-   At least 5 years of accounting experience within a CPA firm is mandatory.
-   CPA or actively pursuing CPA is preferred.
-   Expert-level proficiency in QuickBooks Online is a must; experience with UltraTax is a plus.
-   Strong hands-on tax planning and preparation skills.
-   You are a problem-solver who is "happy" in a client-facing role and thrives in a self-driven, remote environment.
-   Prior experience working with dental or healthcare clients. (Preferred)

## Benefits

-   **Security:** 401(k) plan with profit sharing and life insurance.
-   **Health:** Medical insurance with an employer contribution.
-   **Protection:** Short-term and long-term disability plans included.
-   **Balance:** Generous PTO policy and a supportive, thriving firm culture.

If you feel you have the necessary qualifications, please forward a copy of your resume and state your salary requirements